Bank & Credit Union Training Programs

How Can We Help You?

If you are looking for a dynamic bank or credit union training solution, you have come to the right place! We offer top-notch programs for every role at your branch. Our programs are flexible and can be modified to fit your needs or medium.

Our trainers are Certified Training Professionals that have an extensive background in banking. Every speaker is trained to make an impact, whether it’s an in-person workshop, a multi-day boot camp, a webinar or a speaking engagement, we’ve got you covered! Explore our most popular bank and credit union training programs below.


We specialize in result-oriented workshops that target skills related to leadership, coaching, training, customer service, sales, and more. We deliver high-impact workshops to banks and credit unions around the country. Our trainers are experts in assessing training needs and delivering training that sticks!  Let us know how we can help elevate the skills and knowledge of your staff so they perform their best. Don’t see what you are looking for in the topics below? Let us know, we can help!

Branch Manager Expertise

Shine in your role as a leader! Branch Manager Expertise is all about understanding your staff and building morale. Combine high expectations with expert guidance to motivate your staff. Learn to make your associates shine, it will have a significant impact on your bottom line.

Essential Teller Issues

Rated the #1 teller training program in the country! Essential Teller Issues covers everything from professional maturity to providing extraordinary service.  You will be reminded how important your role as a teller is and how crucial your actions are.

Understanding Yourself & Others

If you want to be successful you have to understand why and how we affect ourselves and others. Learning this will enables you to make better choices when interacting with those around you. You will learn your strengths and weaknesses and how to maximize your success.

Boot Camps

Our Boot Camps are multi-day workshops that enable attendees to be emersed deeply in a subject. Boot Camps create a learning environment like no other. Attendees will return to the workplace with fresh ideas and concepts. Everyone attending one of our Boot Camps is eager to start applying what they learned. Some of our Boot Camps are the cornerstone of a professional certification.

Leadership Boot Camp

Learn how to impact the culture of your business and step up the collective abilities of your team! You will learn to build positive, constructive relationships that result in stronger commitments and improved performance from everyone you lead.

Supervisor Boot Camp

One of our most popular topics, Supervisor Boot Camp will swiftly get you up to speed on all aspects of supervising. You will learn to motivate people, including yourself. You will evaluate and improve your effectiveness. You will become a coach that can appropriately manage resistance and reward achievers.

Train the Trainer Boot Camp

Train the Trainer is the nation’s best all-round program if you want to become a better trainer. You will learn the skill to design high-quality training programs. You will gain confidence in your ability to convey a message effectively. You will leave with the know-how to deliver training that sticks.

Train the Trainer Advanced Week

During Train the Trainer Advanced Week you will learn advanced training techniques to bring your training programs to the next level. You will learn about classroom alternatives, visual learning, peer assisted learning, and more.

Speaking Engagements

Our highly-trained experts are available to speak at your conference, meeting or convention. We engage ourselves to deliver a compelling, memorable experience. Our speakers are booked year after year by conference organizers because we bring dynamic and attention-grabbing topics that consistently receive high marks from attendees. Listed below is a sampling of topics we have presented. Tell us about your goals and we will recommend how we can contribute to your program!

Creating a Learning Culture

Corporate learning isn’t what it used to. People no longer squeeze in a class or seminar during their slow period on the job. Learning has become part of the very fabric of work. In 2013, U.S. organizations spent an average of $1,208 per employee on training and development. Small organizations (those with fewer than 500 employees) spent, on average, $1,888 per employee. Create a learning culture at your bank or credit union and manage expectations in a way that gets results and a decent return on your investment.

Customer Experiences that Create Loyalty and Referrals

What is it that every business wants and few have? Customer loyalty isn’t magic and wishing it was so doesn’t get it done. Explore how to create customer experiences that elevates your brand to the top of your market.

If They Knew Then What They Know Now, Would You Still Get The Job?

Welcome to the world of comparing how you behave and perform against what is expected of you! Explore how to stay on top of your game in the relationships and commitments that matter the most to you.

Jambalaya! Add Some Spice to Your Training!

Learn how to mix and blend training tools and techniques that will help elevate your training success. Explore how to add your own flavor to your presentation style while keeping the learner engaged. Expand the learning cycle beyond what is covered in your training sessions.

The Only Thing That's Constant is Change

Change can make processes flow easier and to beef up your bottom line. But don’t expect your employees to adjust to the change right off the bat. You must make it clear that there is a learning curve, and that you are open to questions and concerns. Remember that being adaptable by considering feedback may help you perfect the change. Make a smooth transition when change is on the horizon by following ten best practices.

Start a Generosity Outbreak at Your Bank

Is generosity associated with your company culture? Is it an adjective that describes you personally? Learn about the rewards and potential joy that come with being a giver. Givers often take a bad rap as being pushovers, doormats, or martyrs. Some are. We will zero in on those that are helpful and enjoy an exceptional return. We will explore champions of giving and how they impact the workplace. When givers succeed, generosity spreads and ripples. When takers win, others lose.

Stop Dodging Difficult Conversations

When managers dodge difficult conversations, frustrations in the workplace grow. It’s more common than you think! Learn how to create an environment that supports feedback, even in the most difficult of circumstances. Examine how you can initiate difficult conversations that need to happen. Gain confidence and know-how with effective dialog techniques. Observe and learn from real-world examples. Encourage a culture of continuous improvement that sets the stage for providing meaningful feedback when corrective action is needed.

They Don't All Follow

Learn how to mix and blend training tools and techniques that will help elevate your training success. Explore how to add your own flavor to your presentation style while keeping the learner engaged. Expand the learning cycle beyond what is covered in your training sessions.

We Have a Game to Play, Get Busy Coaching!

Who is your coach? You better sign up for the job! Coach yourself to reflect your values, establish goals and execute your plan. Using a model called Coaching Choices, you will learn how to walk the talk and teach yourself and others how to use self-evaluation to elevate your effectiveness.